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IAG Wealth Partners’s ZTO Express ZTO Stock Holding History

IAG Wealth Partners’s Portfolio ZTO Stock Details ZTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-75
Closed -$3K – 433
2021
Q3 		$3K Hold
75
– – ﹤0.01% 354
2021
Q2 		$3K Sell
75
-75
-50% -$2.32K ﹤0.01% 340
2021
Q1 		$5K Hold
150
– – ﹤0.01% 318
2020
Q4 		$5K Hold
150
– – ﹤0.01% 300
2020
Q3 		$5K Buy
+150
New +$5.12K ﹤0.01% 285

Other funds holding ZTO

Invesco
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

IAG Wealth Partners's ZTO Position: Q4 2021 in Review

IAG Wealth Partners sold out of ZTO Express (ZTO) in Q4 2021, closing a stake of 75 shares — an estimated $3K sold.

IAG Wealth Partners first reported a position in ZTO in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 248 funds tracked by Wall St. Rank hold ZTO as of Q4 2021.

  • IAG Wealth Partners reported no remaining ZTO Express position as of Q4 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 75 ZTO Express shares in Q4 2021, an estimated $3K.
  • IAG Wealth Partners first reported a position in ZTO Express in Q3 2020 and held it in 5 quarters.
  • IAG Wealth Partners's ZTO Express position peaked at $5K in Q1 2021.
  • 248 funds tracked by Wall St. Rank held ZTO Express as of Q4 2021.

Based on IAG Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.